Duke Energy shares owned by Lenox Wealth Advisors
Quarter-by-quarter ownership of Duke Energy (DUK) shares owned by Lenox Wealth Advisors
from 13F filings
Historical chart of Lenox Wealth Advisors investment in Duke Energy
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Quarterly reported holdings in Duke Energy by Lenox Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $76k | 663 | 114.63 |
| 2021-12-31 | $69k | 661 | 104.39 |
| 2021-09-30 | $67k | 688 | 97.38 |
| 2021-06-30 | $68k | 688 | 98.84 |
| 2021-03-31 | $14k | 145 | 96.55 |
| 2020-06-30 | $7.0k | 93 | 75.27 |
| 2019-12-31 | $1.0k | 6 | 166.67 |
| 2019-03-31 | $14k | 159 | 88.05 |
| 2018-06-30 | $999 | 9 | 111.11 |
| 2017-12-31 | $184k | 2.2k | 83.90 |
| 2016-09-30 | $63k | 782 | 80.56 |
| 2016-06-30 | $67k | 782 | 85.68 |
| 2016-03-31 | $63k | 782 | 80.56 |
| 2015-12-31 | $56k | 782 | 71.61 |
| 2015-09-30 | $56k | 782 | 71.61 |